Lisa Cassidy

Allegiant Financial Services Group

Lisa Cassidy is a financial advisor who truly cares about her clients.  As the founder of Allegiant Financial Services Group, Lisa is committed to providing her clients with comprehensive financial planning services that are tailored to their unique needs and goals.   She understands that financial planning is not a one-size-fits-all solution, and that each client requires a customized approach.   

 


More information about Lisa can be found in the About Us Tab above

Our Most Recent Article

Cost Segregation

June 29, 2021

What is a cost segregation study, and how can it benefit real estate investors? Recent tax changes in the Tax Cuts and Jobs Act of 2017 have boosted the appeal of cost segregation studies for even middle-class real estate investors. ...

Read more >
Lisa Cassidy picture

Lisa Cassidy

Allegiant Financial Services Group

225 Union Blvd

Suite 150

Lakewood, Colorado 80228

lisa@allegiantfsg.com

(844) 299-1501

Best Annuity Rates Report Cover

Looking For Answers?

Download our Safe Money Guide and learn more about safe retirement options that can help you achieve your retirement goals safely - FREE!

Featured Articles
its-official-a-pandemic-is-upon-us

It’s Official A Pandemic Is Upon Us

(March 12, 2020

“The truth is that even our politicians do not understand ...

Read more >
five-benefits-of-working-past-retirement-age

Five Benefits Of Working Past Retirement Age

(February 13, 2019

Retirement is a state of mind not of your age ...

Read more >
living-too-long-is-never-a-problem-until-it-is

Living Too Long Is Never A Problem Until It Is

(January 24, 2019

What happens when your money dies before you? What are ...

Read more >
lies-my-financial-advisor-told-me

Lies My Financial Advisor Told Me

(January 5, 2019

Lies my financial advisor told me, or How I stopped ...

Read more >
protect-yourself-from-bank-worst-practices

Protect Yourself From Bank Worst Practices

(December 15, 2018

How safe is YOUR wallet? Are you protecting yourself from ...

Read more >
five-reasons-women-should-consider-annuities-for-retirement

Five Reasons Women Should Consider Annuities For Retirement

(November 2, 2018

5 reasons women should consider using annuities to create more ...

Read more >
As Seen In